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You are browsing the archive for 2013 May.

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by Dave

Is the Next Bear Market in US Equities just around the Corner?

May 29, 2013 at 11:52 am in Fundamental Analysis by Dave · Leave a Comment »

Positive market sentiment has certainly been rising continuously over the last few months – certainly amongst US investors and in particular institutional ones. The financial crisis, the 2000 tech bubble, the MBS collapse – all have seemingly been consigned to the nether regions of investors’ memories.

Is the Economy in Match-Fit Condition?

May 20, 2013 at 7:09 pm in Market Commentary by City Insider · Leave a Comment »

As the economic situation appears to be easing at home, there is a sense that the global picture is generally improving too. Elsewhere, commodities have been the worst-performing asset class so far this year and despite some respite from positive Chinese economic data earlier this month, look likely to slide even further.

Gold, always believe in your… Soul!

May 1, 2013 at 11:51 am in Market Commentary by City Insider · Leave a Comment »

George Osborne must have felt like Harry Houdini last week after the UK economy escaped falling into the dreaded triple-dip recession so many people had feared. The view from the square mile is that Osborne must now turn this modest growth into a sustainable recovery.